See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Service code 21 · EIN 36-3681493 | Bank Trustee | $31,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,584 | $106,028+93.9% | $146,958+39.9% | $77,643+164.8% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.21% | 56.73%-52.5pp | 418.34%-414.1pp | 31.24%-27.0pp |
| Employer contribution / active EE | $15,193 | $4,063+273.9% | $4,933+208.0% | $2,726+457.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $92 | $337-72.8% | $12,998-99.3% | $430-78.7% |